¿Adivinen quién se suma a la gira de Release Before Ready? 🙋♀️
Muy emocionada de hostear dos RBR en LatAm este Agosto 🌎
¡Vengan a vibecodear conmigo!
📍Santiago de Chile — 15 de agosto
📍Buenos Aires — 22 de agosto
In 18 months I'll know if Claude Code is a better VC than I am.
Real bet. Real results.
Gave it the same deals we evaluated in @500LatAm the last 6 months(we did 9 investments in that time).
It built a fantasy portfolio.
We agreed on 3 of 9.
DM your email — I'll send the results in 18 months.
Spent Day 9 of SVT with @pitdesi (Better Tomorrow Ventures, $300M+ AUM).
His founder filter: are you moving fast, do customers love you. That's it.
His bet: vertical AI eating legacy industries. Basis just hit unicorn selling AI into accounting firms.
No moats. Only speed and customer love.
Gente que nunca ha programado.
80% mujeres presentando los proyectos en los que trabajaron durante el día.
Encuentros con gente que llevas años hablando y nunca habías conocido en persona
Mucho café, pizzas, burritos y MUCHÍSIMOS tokens después.
Un éxito total y rotundo RBR SF 🌉
"I can't plan more than 3 months ahead."
Replit's CTO. Not a limitation — a strategy. The tech moves too fast for long roadmaps.
$ 2.8M → $ 150M. 60% of PRs touched by Replit itself.
Same day: Bismarck Lepe on agents + giants. Demis Hassabis on thousand-year horizons.
Day 8 of SVT.
One of the most underrated things about SF founder culture: someone accomplished will look you in the eye and say "let's build something together, I respect you as a peer."
After everything I've experienced with @500LatAm in SF, this has been my favorite lesson.
Just heard a serial founder drop this at a fireside chat hosted by @500LatAm : "if you enjoy being in a room where everyone has their head buried in their laptop building something, that's where you belong."
Amen. That's called a Saturday plan !
Snuck into @sama 's Lift Off event last night.
18M people have already scanned their identity at an Orb. Friday: partnerships with Okta, Zoom, Tinder.
Plus agents buying on Shopify with your verified identity.
Identity is the next platform.
SVT Day 5.
"SF is a city of abundance, not a city of scarcity."
One of the hardest mental rewires every founder makes when they get here.
@enzocavalie today at SVT: the scarce thing in SF isn't money or talent. It's good ideas... and people who actually execute on them.
Day 4 done. Full convo drops soon.
"Startups don't die when they run out of money. They die when founders run out of optimism."
Ali Moiz. 3 startups. 40 pivots. Two exits ($30M, $170M). Now building #3.
Day 3 of SVT. Full interview in the next post.
🗓️ Tech events in the San Francisco/Bay Area this week April 20 - 26
This week is Climate Week in SF, a lot of interesting events!
And Release Before Ready on Saturday! 🔥🔥🔥🔥
💾 Bookmark this thread🧵!
Day 1 of 500 Silicon Valley Takeover.
@khailee opened with the stat that should reframe every international founder's ambition:
SF raises $2–3B per week in early-stage deals alone. Most countries don't see that in a year.
@albertlee (MyFitnessPal, $475M exit) closed it:
"Moving motivation is very, very difficult. Almost all of our time was spent reducing friction."
"If users succeed, we succeed. That's all that matters."
20 more days to go.
Spent 4 days at one of the biggest AI conferences in SF.
After 3 days of incredible content from the sharpest minds building in AI, one thing keeps coming back to me:
Data is a moat. sure.
But the real moat is a founder who cares, moves fast, and just finds a way: that never goes out of style 🔥